Business Intelligence Analyst

About This Role

The Business Intelligence Analyst will modernize Life & Annuities sales reporting, combining data transformation, visualization, and stakeholder collaboration to deliver accurate, scalable, and actionable reporting solutions. This role is critical in replacing legacy processes with modern solutions and partnering to define and track key performance indicators that drive sales strategy and performance.

Responsibilities

• Maintain, update, and distribute sales reports using Cognos Report Studio
• Manage burst schedules and security filters for accurate distribution to wholesalers, strategic accounts, and internal partners
• Translate complex business requirements into functional report changes or enhancements
• Fulfill custom reporting requests and generate insights for Sr. Leadership, Financial Distribution teams, and other stakeholders
• Ensure data integrity, perform validation checks, and resolve discrepancies for reporting and analytical teams
• Provide ad hoc statistical analysis and support for strategic initiatives through clear data storytelling
• Develop optimized data queries/scripts (i.e., SQL/Python) to extract, transform, and load data from multiple sources
• Collaborate with Data Governance Analyst to ensure report accuracy, resolve data quality issues, and maintain version control
• Support processes to improve data quality, consistency, and accessibility
• Lead or support the transition from legacy reports to scalable automated BI solutions
• Translate static reports and complex datasets into interactive dashboards for business users
• Collaborate with stakeholders to define KPIs and key business metrics
• Implement best practices for data integration, metric consistency, and scalable dashboard design

Requirements

• 3+ years of experience in data wrangling, analysis, and visualization within financial services, with direct experience in life insurance and annuities
• Demonstrated proficiency in SQL for querying large datasets
• Experience with cloud-based data warehouses (i.e., Snowflake)
• Expertise in BI tools such as Power BI, Tableau
• Experience with data governance frameworks and tools
• Ability to work with large datasets and develop insights that drive business strategy
• Strong problem-solving skills and the ability to work independently and in cross-functional teams

Qualifications

• 3+ years of experience in data wrangling, analysis, and visualization within financial services, with direct experience in life insurance and annuities.

Nice to Have

• Python, R, or other programming languages for data manipulation and analysis

Skills

* Required skills

Benefits